After a new user ID has been created for 3DIQ, add the user to Hubspot to send a Login ID email and add them to the onboarding workflow
Once a new user ID has been created they will need to be added to Hubspot to add them to the Onboarding workflow.
Single User
Access the Contacts tab then click Create contact
Fill in the following fields:
- First Name
- Last Name
- 3DIQ Onboarding - enter 'Yes'
- Password
- Company Name
- √ Set this contact as a marketing contact
Click Create Contact
Multiple Users
Use a spreadsheet to upload multiple users at one time.
Include login information for the following columns:
- First Name
- Last Name
- 3DIQ Onboarding 'Yes'
- Password
- Company
Access the Contact tab then click Import
Select Start an import Select the File from computer option. Click Next.
Select the appropriate number of files. Click Next.
Select One object. Click Next.
Select Contacts. Click Next
Click choose a file to browse and find the contact list. Click Next.
Verify all information looks correct and is mapped to the correct columns. Click Next.
√ the * I agree statement and the Set these contact as marketing contacts.
Verify the number of contacts that will be imported by typing the number of contacts. Click Import and set (x) contacts.
